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Pinned ideas

PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

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Split family-When a child is added to a program for a day in the Parent Managed Calendar by on site staff or Customer Service, have a pop up that asks or reminds us to assign the payment to a parent.

**Not sure the Area of Request is set for the right spot but this would be for when we are working on our computer in DCW. When we do not know that a family is split and we add a day in the Parent Managed calendar, we have to go into the Financia...
Guest over 5 years ago in SCW 0 Future consideration

Add family or child ID to financial reports such as the specific credit and charges report

This would enable me to look up charges I might be questioning immediately instead of searching though the 20 Brown families that attend a specific site.
Guest over 5 years ago in SCW 0 Future consideration

Display Registration Fee under Extended should remove the entire registration fee not just the label when set to No

Currently, when setting the Display Registration Fee setting to No, it only hides the label but the dollar amount - or lack thereof - still displays.
Guest over 5 years ago in SCW 0 Future consideration

Future Billing Weekly Detail - Excel with additional Third Party Detail

Cadence would like the "Future Billing Weekly Detail - Excel" report to include - The third party discount The subsidy amount The TPD The copay
Beth Carlin almost 2 years ago in SCW 0 Future consideration

General Ledger Summary Report needs filter run on date type post dates.

It defaults to create date, which is not a good choice for the General Ledger.
Guest almost 4 years ago in SCW 0 Future consideration

Add Start and End Date to Registration / Re-registration Report

Currently, this only pulls through the beginning of the year. We would like to be able to pull for the year prior as well. It would be most bennificial to add a start and end date to this report.
Guest almost 4 years ago in SCW 0 Future consideration

Weekly query/job needed to look at ach transactions for fraud markers

Due to a fraud action by a customer using ACH via TE, we will need to have a weekly job ran that scrapes all ach transactions and looks for ach rejects with the following characteristics. Rejects for: No Account, Invalid Account exceeding 35% of a...
Jason Tarrant almost 2 years ago in TE Transactions / Operational Efficiency 2 Future consideration

Enhanced Report

Management would like us to ask DCW to provide the capability to report on the total number of families that fall into each of the following non-standard enrollment types listed below and tie that reporting structure into the Enroll/Withdrawal rep...
Guest almost 2 years ago in SCW 0 Future consideration

Ability to change status on leads

Have the ability to set the status when a lead comes thought, currently changes to active, would like to be able to set to pending
Guest about 2 years ago in SCW 0 Future consideration

Custom built reports - Add columns/fields

For operational and financial analytics, we would like to be able to combine fields and run custom reports to include capacity, remaining availability, enrolment, labour hours, educator ratio & day rate. Exporting this in Excel will give us th...
Guest about 4 years ago in SCW 0 Future consideration